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310 Commercial Drive, Savannah, GA 31406-3682 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-04 |
| GA | RA | APPROVED | 2019-11-25 |
Branch Locations
310 Commercial Drive, Savannah, GA 31406-3682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc | Bethesda | MD | 03/2013 | 12/2016 |
| Measured Wealth Private Client Group | Portsmouth | NH | 04/2014 | 09/2019 |
| Ifs Securities Inc. | Atlanta | GA | 12/2016 | 09/2019 |
| The Fiduciary Group | Savannah | GA | 09/2019 | Present |
U.S. NAVY RESERVE - OFFICER - MILITARY MacDill Air Force Base, Tampa, FL POSITION: Captain. NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 10/23/2009 ADDRESS: 2750 Southshore Ave Drive, Tampa, FL 33621 DESCRIPTION: Officer - supervise and train approximately 70 personnel; support US Naval Forces Central Command/Commander FIFTH Fleet
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-19 |
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